Intake Specialist/Client Relations

JT Legal Group APC.•Glendale, CA
•Hybrid

About The Position

Our growing law firm is seeking a motivated and personable Intake Specialist, also described as a Phone Sales Representative, to speak with prospective clients, evaluate their needs, build trust, and convert qualified leads into retained clients. The role includes answering inquiries, conducting initial case screenings, explaining the firm’s services and retainers, following up with leads, and maintaining accurate information in the CRM. The position is full-time, Monday through Friday, with flexible work-from-home options available. Compensation includes a base salary plus commission, with a stated hourly range of $20.00–$25.00.

Requirements

  • Strong communication and relationship-building skills.
  • Comfort discussing legal matters with empathy and professionalism.
  • Ability to handle objections and close sales.
  • Organized, self-motivated, and goal-oriented.

Nice To Haves

  • Previous phone sales, intake, or customer service experience is preferred.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Answer incoming calls from prospective clients.
  • Conduct initial case screenings and gather relevant information.
  • Explain the firm's services and retainers.
  • Follow up with leads and maintain communication.
  • Convert qualified consultations into signed clients.
  • Maintain accurate notes and updates in the CRM.
  • Meet and exceed individual performance goals.

Benefits

  • Health insurance
  • Vision insurance
  • 401(k)
  • Company parties
  • Dental insurance
  • Paid training and ongoing support
  • Career growth opportunities
  • Supportive, fast-paced team environment
  • Competitive base pay plus commission
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